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Ramp Deals in Z-Quotes

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Zuora Support

Ramp Deals in Z-Quotes

Question:

Hi Support,

Can you show us how to setup ramp up deals in our current Zuora quote configuration?




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1 REPLY 1
Zuora Support

Re: Ramp Deals in Z-Quotes

Solution:

A ramp deal is a set of time-based periods where products or pricing can change. You initially set up a ramp deal, and then you make ongoing updates to the set of time-based periods where prices can change. These changes are referred to as future dated amendments in Zuora Quotes. You can set up ramp deals and make future dated updates to the quote charges by yearly, quarterly, semi-annual, monthly periods. Then you submit the multi-action quotes with future dated amendments to Zuora as a new order.

 

When the ramp deal feature is enabled, the charge segments of the quote appear, grouped by ramp period in Lightning Guided Product Selector. When you update a field in a charge segment, e.g. Effective Price or Discount, the changes become effective as of the start date of that ramp period.

 

Prerequisites:

Orders feature should have been enabled in your Org.

 

To add the fields that enable a ramp deal:

  1. Navigate to Setup > Create > Objects > Quote.
  2. In the Field Sets section, click Edit for the Quote Details (zqu__Quote_Information) field set.
  3. Drag and drop the Ramp Frequency and Specific Ramp Frequency fields to the In the Field Set list.
  4. Click Save.
  5. In the Field Sets section, click Edit for the Quote Information (zqu__Detail_Quote_Information) field set.
  6. Drag and drop the Ramp Frequency and Specific Ramp Frequency fields to the In the Field Set list.
  7. Click Save. This enables the ramp deal fields for a New Subscription Quote.

FYI - Perform Step 2 - 4 to the following Quote Details fieldsets to enable the ramp deal fields for Amendment Quotes and Renewal Quotes:

  • zqu__Amend_Edit_Quote_Details
  • zqu__Amend_Quote_Details
  • zqu__Renewal_Quote_Details

Now the Ramp Frequency and Specific Ramp Frequency fields will appear on the Quote Detail page, and your quoting users will be able to override the values at the Quote level.

 

Create Ramp Deals in Quote:

Important Terms in Ramp Deal:

Ramp Frequency: Specifies how often a ramp should occur (Month, Year etc.)

Specific Ramp Frequency: Time of interval for a ramp period.

 

  • We can set the Ramp Frequency (Month, Annual and etc.) while creating a quote.
  • Select Product and specific rate plan.
  • Once you add the rate plan, you can view the edit option, so you can select the ramp details and select the respective ramp period and click save and the next.
  • Then you can remove any ramp period QRPC from the "Choose Product and Charges" screen according to your requirement.
  • We have the option to provide "Contract Effective Date", "Service Activation Date" & "Customer Acceptance Date" as per the requirement for each ramp product.
  • Click Save and Submit as per usual process

Refer below sample screenshots on how to set Ramp Deals.

169028 - Quote Creation Page.jpg

 

169028 - Product Selection Page.jpg

 

169028 - QRPC.jpg

 

Please refer to the article Ramp Deals for enabling ramp deals in Zuora Quotes in SFDC.

 




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